+49.6%
MS vs ENPH
-8.1%
+57.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +1.4% | -2.4% | +3.7% | +1.6% |
| 30D | -0.3% | -6.6% | +6.4% | +0.3% |
| 3M | +0.3% | -46.8% | +47.1% | +5.0% |
| 6M | +31.3% | -14.7% | +46.1% | +31.5% |
| YTD | +24.7% | +13.5% | +11.2% | +22.1% |
| All | +49.6% | -8.1% | +57.8% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling